The REIT sector - offering a yield of about 1.30% more than Treasurys - may look nominally...
The REIT sector - offering a yield of about 1.30% more than Treasurys - may look nominally attractive, but it's a sell, says John Coumarianos. The companies are trading at 22X Funds From Operations (FFO) - offering no margin of safety should rates turn higher. Most expensive are the apartment owners - EQR, AVB, UDR - priced as if they will have annual rent increases of 5-6% forever.
From other sites
at Nasdaq.com (Mar 18, 2015)
at Zacks.com (Mar 13, 2015)
at Benzinga.com (Jan 7, 2015)
at CNBC.com (Jan 6, 2015)
at Nasdaq.com (Dec 24, 2014)
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs